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Dec 7, 2012
12/12
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you would prefer google. make the case, sir. >> well, i think that apple is a company that goes through plod cycles and so, therefore, you've got lumpiness and risk there with each product cycle. as you have other hardware manufacturers like google and like amazon come in and they have other businesses that they could use to fund their kind of break-even foray into hardware, it is going to become more about the software. clearly apple has a formidable platform in itunes but we think longer term google is the winner in terms of its android os, powering cream which we think is the best browser, gmail, the core search product. youtube. this is google's goal, to tie a lasso around its ecosystem of advertising supported products. those revenues for me as an analyst are more predictable and also higher margin. i'd prefer to buy google ten times out of ten. >> microsoft's sitting in the corner right now feeling really lonely and left out. why not microsoft? >> i think longer term, microsoft, windows and win 8 have r
you would prefer google. make the case, sir. >> well, i think that apple is a company that goes through plod cycles and so, therefore, you've got lumpiness and risk there with each product cycle. as you have other hardware manufacturers like google and like amazon come in and they have other businesses that they could use to fund their kind of break-even foray into hardware, it is going to become more about the software. clearly apple has a formidable platform in itunes but we think...
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Dec 10, 2012
12/12
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CNBC
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google thing still going around the market. we read and respected in the tech world, give me a break. it'll never happen. but the stock did move friday on the news. a big move. now what is this stock up to. >> we don't talk about them much. the 12 month clinical trial of an experimental leukemia drug. >> nexen, again, a company we don't talk much about, but what is up to? >> we don't talk about it much because it is canadian. don't know if you hate it canada like you do american. but a big energy company. here is the deal. people got outraged, just like we are facing here. oh, can't let chinese buy our energy property, terrorism, blah blah blah. guess what? they are allowing the deal to go through. other companies are falling because they may impart new rules. saying we don't know if theant prices can by our energy companies. does that sound familiar in any way? >> this is the is the version of -- >> i don't hate canadians. why do you? >> i don't hate canadians. i hate everybody. i'm kidding. >> now getting cheaper by the minut
google thing still going around the market. we read and respected in the tech world, give me a break. it'll never happen. but the stock did move friday on the news. a big move. now what is this stock up to. >> we don't talk about them much. the 12 month clinical trial of an experimental leukemia drug. >> nexen, again, a company we don't talk much about, but what is up to? >> we don't talk about it much because it is canadian. don't know if you hate it canada like you do...
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Dec 11, 2012
12/12
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google made a bid, $6 billion. this is a business that hasn't evolved the way anyone would expect. would they buy it? who knows. >> can you believe they knocked back google's offer in 2010 and instead decided to go public. >> i forgot you were there. >> by the way, i was just off camera seeing how the sausage is made because this the ultimate sausage manufacturing facility. i heard that. i never said groogle, dieseline but never that. >> i thought who it was an efficient use of google and groupon. >> may be that if rumors are right. if rumors are right, it may be that. we may have that before long. >> by the way, herb, can you stick around for this one as well because i believe you've got a little bet hanging in the balance, brian. jcpenney, your prediction. >> stocks up a bit. before the prediction, i want to say, enof the year isn't here. stock has to go up 15 points. if it does, still beat brian on the bet. >> you think jcpenney is going to double in two weeks. >> i said all it has to do is rise another 15 points. >> jan turned positive, talked to a focus group who said they lov
google made a bid, $6 billion. this is a business that hasn't evolved the way anyone would expect. would they buy it? who knows. >> can you believe they knocked back google's offer in 2010 and instead decided to go public. >> i forgot you were there. >> by the way, i was just off camera seeing how the sausage is made because this the ultimate sausage manufacturing facility. i heard that. i never said groogle, dieseline but never that. >> i thought who it was an efficient...
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Dec 6, 2012
12/12
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apple's inexpensive but google is expensive. it is just apple's so many hundreds of billions in market cap that sometimes it is going to fall by its own weight. >> we can bring that back up, please. when i look at apple trading at 1.5 points more in forward pe than microsoft. one of those is mispriced. >> exactly right. that's why i look forward to the panel because it is really ael ael braic. >> do you believe apple is fundamentally undervalued? >> yes, i do. i think one other point that should be made is that apple's cash balance is not only enormous at about almost $130 a share, but it's growing at $40-plus per share per year. so if you -- and this is after paying a dividend and repurchasing shares. if you roll this tape forward, apple is just an enormous pile of cash. that becomes a very, very substantial portion of its market cap. on almost any metric this stock is really inexpensive and its projects are still very, very bright. if you look at its core market which is smartphones, only 42% of all handsets sold globally this
apple's inexpensive but google is expensive. it is just apple's so many hundreds of billions in market cap that sometimes it is going to fall by its own weight. >> we can bring that back up, please. when i look at apple trading at 1.5 points more in forward pe than microsoft. one of those is mispriced. >> exactly right. that's why i look forward to the panel because it is really ael ael braic. >> do you believe apple is fundamentally undervalued? >> yes, i do. i think...
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Dec 5, 2012
12/12
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you are seeing a new crop of devices like the amazon kindle fire or the google nexus that are coming in at attractive price points and certainly capturing a good chunk at the low end. >> yeah, because i guess to your point, which is when you are the first person into a market, you actually have though where to go but down in market share. when you go in, you have 100%. so is there a demarcation line for you where you do start to worry? >> you know, i mean, it seems like demand is still good. i mean, i'm not the apple analyst, but apple sales on the ipad and ipad mini are still expected to be up 50% year over year in the fourth quarter. it's a big number. they're going to sell a ton of these things. i'm not that worried. obviously, the stock is having technical challenges and tax related selling and special dividend but it still seems like there's good demand for that product. >> speaking of all these products, what about the microsoft surface? what happened to that? they're selling it, right? i haven't haereard a lot about . >> theoretically, they're selling it. >> i think they're se
you are seeing a new crop of devices like the amazon kindle fire or the google nexus that are coming in at attractive price points and certainly capturing a good chunk at the low end. >> yeah, because i guess to your point, which is when you are the first person into a market, you actually have though where to go but down in market share. when you go in, you have 100%. so is there a demarcation line for you where you do start to worry? >> you know, i mean, it seems like demand is...
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Dec 13, 2012
12/12
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we will ask the man who runs google heim's millions. our chart will lay out the real case. why are so many of us willing to pay what some call the apple tax? is d.c.'s problem revenue or spending? or stat of the day will help you make up your mind, mandy, if it doesn't blow your mind, first. >> i'm ready to have my mind blown. in the meantime, the mark set looking shaky at this point and s&p may miss out on postingity first seven-day winning streak in six years. reak, by the way, folks wab was back in october 2006. let's get out to bob. let's get out to rick. first, i want to ask you, bob, how much of this is due to the fed as opposed to the fiscal cliff. >> i'm not discounting the fiscal cliff but i think a lot of this is sell on the news related to the federal reserve. we have seen this news before. remember, take a look at the s&p 500. i don't think it is a coincidence we hit the highs of year september 14th. that's the day after the fed meeting when they announced quantitative ease meetings. they bought into the fed meeting then started selling immediately after. we saw
we will ask the man who runs google heim's millions. our chart will lay out the real case. why are so many of us willing to pay what some call the apple tax? is d.c.'s problem revenue or spending? or stat of the day will help you make up your mind, mandy, if it doesn't blow your mind, first. >> i'm ready to have my mind blown. in the meantime, the mark set looking shaky at this point and s&p may miss out on postingity first seven-day winning streak in six years. reak, by the way,...